Additional information for a Deal can be securely stored under the Deal Room tab including Announcements and Documents, both of which can be shared either publicly with all Deal Members or privately with only a specific Deal Member.
Announcements
Announcements can be added to the Deal Room by clicking + Add New under the Announcements tab. An Announcement can be viewable by all Members of a Deal Roomor set to be viewable by only a specific Member of a Room by selecting the desired option from the Recipient dropdown when creating a new Announcement.
An Announcement can be edited or deleted by clicking the Edit or Delete link when hovering your cursor over the Announcement.
Documents
Folders and Documents can be added to a Deal Room by clicking the New Folder or Upload Document icons under the Documents tab of a Deal Room or dragging and dropping documents into a folder of a Deal Room.
Adding & Removing Document Folders
By default, all Deal Rooms will have a Public folder that is viewable by all Members of a Deal Room. Below the Public folder in the folder list, all Member-specific folders are displayed. Member-specific folders are private and only viewable by that specific Member of the Deal Room.
Note: Member-specific folders are not available in the Documents area of a Deal Roomuntil Members have been added to the Deal under the Members tab. By default, all Rooms will have a Member-specific folder for the Deal Owner that created the room.
To create a Folder, click the existing Folder under which the new Folder will be created and click the New Folder (+) icon. To remove a Folder, click the Folder to be removed and then click the Remove Folder (-) icon.
Adding & Removing Documents
To upload Documents to a Deal Room, click on the folder to which the Document(s) will be added and then click the Upload icon, or drag and drop documents into the selected folder. Select one or more Documents to upload them into the selected folder. To remove a Document, click the Remove Document icon for that document in the display grid.